Core Viewpoint - Meta is facing a significant trial regarding allegations of designing addictive features into its apps, coinciding with its upcoming earnings report, which is expected to be a critical moment for the company [2][3]. Group 1: Earnings and Financial Performance - Meta's stock has increased by 11% in the past week due to positive analyst notes, but it remains down 11% since its last earnings report [2]. - The company's quarterly revenue growth rate is anticipated to slow, and investors will closely monitor capital expenditures (capex), with 2026 capex guidance expected to exceed $110 billion according to FactSet estimates [3]. - Analysts are largely optimistic about Meta's earnings, with 93% holding a buy rating and no sell ratings on the stock [4]. Group 2: Strategic Focus and Challenges - Near-term, Meta is under pressure to demonstrate that its AI investments are enhancing its core advertising business and driving revenue growth from platforms like WhatsApp and Threads [3][4]. - Long-term, CEO Mark Zuckerberg must justify the company's substantial spending on AI initiatives [4].

Core Viewpoint - The market is overly focused on when Big Tech will monetize AI investments, while the real risk lies in the physical constraints of scaling AI infrastructure, particularly in power, cooling, and infrastructure needs [1][2]. Industry Insights - AI data center power demand is projected to surge significantly, with Wells Fargo estimating a 550% increase by 2026 and an astonishing 8,050% growth by 2030 [13][14]. - The International Energy Agency (IEA) projects global data center power demand to more than double from approximately 415 TWh in 2024 to around 945 TWh by 2030 [13]. - The Boston Consulting Group anticipates a growth in global data center power demand from 82 GW in 2025 to 127 GW by 2028, representing a 55% increase [17]. Company Focus: Bloom Energy - Bloom Energy is positioned to address the urgent power needs of AI data centers through onsite power generation using solid oxide fuel cells, reducing dependency on the grid [5][20]. - The company has seen strong revenue growth, reporting $519.05 million in Q3 2025, a 57.1% year-over-year increase, driven by demand for its fuel cell technology [33][36]. - Bloom Energy's product revenue grew by 64% year-over-year, with installation revenue spiking 105% year-over-year, indicating robust demand and favorable pricing [39][41]. Financial Performance - Bloom Energy's GAAP operating margin has improved, moving into positive territory, with adjusted operating profits growing by 470% year-over-year [41][43]. - The company reported positive operating cash flows and free cash flows in Q3 2025, indicating a strong financial position [47][51]. - Analysts expect adjusted EPS to grow by 95.9% year-over-year in 2026, reflecting strong operational efficiency and market demand [44]. Competitive Landscape - Power availability is a critical competitive advantage, as companies that can deploy GPUs faster will have a significant lead over those hindered by power constraints [9][10]. - Major tech companies like Microsoft and Meta are investing heavily in AI, with power availability being a key consideration for their data center expansions [7][12]. - Bloom Energy's ability to provide rapid onsite power solutions positions it favorably against traditional energy providers facing long interconnection timelines [24][26].

Core Viewpoint - TikTok has settled a lawsuit alleging that social media companies intentionally create addictive products that harm users, while Snap settled a similar case last week, leaving Meta and YouTube to face trial [1][2]. Group 1 - The lawsuit centers around a 19-year-old plaintiff identified as K.G.M., marking the first of many legal challenges against social media platforms [2]. - Meta CEO Mark Zuckerberg and YouTube head Neal Mohan are expected to testify, which could influence the outcomes of numerous other lawsuits [2]. - By settling, TikTok and Snap are not admitting to the allegations but have reached an agreement with the plaintiff outside of court, with settlement terms undisclosed [3].

Our 72 hours to decide this rally as mega cap earnings, the Fed decision and potential government shutdown hang over this market. We'll discuss and debate with the investment committee and joining me for the hour today, Joe Terteranova, Stephanie Link, Shannet Sosha, and Jason Snipe. We will go to the markets.The Dow is red as you see. Everything else though is green led by the NASDAQ as we get ever closer to those mega cap earnings that will begin tomorrow. The S&P hitting a fresh all-time high today.Gold ...

Meta Platforms (NASDAQ:META) could highlight user growth and monetization efforts when the company reports fourth-quarter financial results after market close on Wednesday.Here are the key earnings estimates, what experts are saying ahead of the report and the key items to watch.Meta Q4 Earnings EstimatesAnalysts expect Meta to report fourth-quarter revenue of $58.41 billion, up from $48.30 billion in last year's fourth quarter, according to data from Benzinga Pro.The company has beaten analyst revenue esti ...

Core Insights - Meta Platforms' fourth-quarter 2025 results are anticipated to show significant growth in advertising revenues, projected at $56.85 billion, reflecting a year-over-year increase of 21.5% [1][10] Advertising Revenue Growth - The Zacks Consensus Estimate for advertising revenues in the Asia-Pacific region is $10.91 billion, indicating a year-over-year growth of 21.1% [7] - Advertising revenues in Europe, the United States and Canada, and the Rest of the World are estimated at $14.02 billion, $25.58 billion, and $6.98 billion, respectively, showing growth rates of 25.7%, 22%, and 24% [7][10] AI Integration and Performance - Meta's strategic focus on leveraging AI to enhance ad ranking and measurement is driving advertisers' return on investment, contributing to revenue growth [5] - The Advantage+ creative suite is gaining popularity, with a 20% sequential increase in advertisers utilizing its video generation features, which aids in optimizing ad creatives [6] User Engagement and Growth - The consensus estimate for Family Daily Active People (DAP) is expected to reach 3.57 billion for the fourth quarter of 2025, indicating strong user engagement across Meta's platforms [8]

Core Insights - Meta is expected to report its fourth-quarter results, with analysts predicting increased profits and revenues driven by its advertising business [1] - Options pricing indicates that traders anticipate a potential 6% movement in Meta's stock following the earnings report [1] - Analysts at Bank of America suggest that Meta's expense forecast for 2026 will be a key focus, with concerns about overspending on AI [1] Financial Expectations - Meta is projected to report earnings per share of $8.17, reflecting a nearly 21% year-over-year revenue increase to a record $58.43 billion [1] - All 21 analysts surveyed have issued "buy" recommendations for Meta's stock, with a mean target price of around $841, indicating a potential 25% upside from recent trading levels [1] Market Reactions - The anticipated earnings report could influence investor sentiment regarding Big Tech's willingness to support significant AI expenditures [1] - A milder-than-expected expense forecast could lead to stock gains, while a higher spending outlook may raise investor concerns [1]

Key Takeaways Corning shares surged Tuesday after the glass and fiber optic cable maker announced a $6 billion deal with Meta to supply its data centers.The company is a supplier to several tech heavyweights including Nvidia and Apple, and has been a big beneficiary of the AI boom. A deal with Meta Platforms (META) is the latest piece of good news boosting Corning (GLW) stock. Corning and Meta announced $6 billion deal for Corning to supply the Facebook and Instagram parent with fiber optic technology ...

Key Takeaways Corning shares surged Tuesday after the glass and fiber optic cable maker announced a $6 billion deal with Meta to supply its data centers. The company is a supplier to several tech heavyweights including Nvidia and Apple, and has been a big beneficiary of the AI boom. A deal with Meta Platforms (META) is the latest piece of good news boosting Corning (GLW) stock. Corning and Meta announced $6 billion deal for Corning to supply the Facebook and Instagram parent with fiber optic techno ...

Market Overview - Wall Street is experiencing volatility with mixed profit reports from major companies, leading to a slight rise in the S&P 500 by 0.5% while the Dow Jones Industrial Average fell by 288 points or 0.6% [1] - The Nasdaq composite increased by 1% [1] Company Performance - UnitedHealth Group's stock dropped by 19.1% despite reporting a profit that exceeded analysts' expectations, primarily due to a disappointing revenue forecast for the upcoming year [2] - Other healthcare companies, including Humana, Elevance Health, and CVS Health, also faced significant declines of 20.2%, 13%, and 12.9% respectively, influenced by a projected rate increase for Medicare Advantage that did not meet investor expectations [3] - Corning's stock rose by 15.5% after announcing a $6 billion deal with Meta Platforms to supply optical fiber and cable for data centers [4] - General Motors and HCA Healthcare saw stock increases of 9% and 11.1% respectively, both reporting profits that surpassed Wall Street's expectations and initiating stock buyback programs [5] - UPS's stock rose by 4.4% following a stronger profit report and a positive revenue forecast for 2026, while American Airlines' stock fell by 4.2% due to a profit that fell short of expectations [6] Market Sentiment and Economic Indicators - There is increasing pressure on companies to deliver strong profit growth following record stock price increases, as stock prices typically align with corporate profits over the long term [7] - Anticipation surrounds upcoming earnings reports from major tech companies, including Meta Platforms, Microsoft, Tesla, and Apple [7] - Big Tech stocks contributed positively to the S&P 500, with Apple and Microsoft gaining 2.2% and 2% respectively [8] - The Federal Reserve is expected to maintain its main interest rate steady, with inflation remaining above the 2% target [9] - Consumer confidence in the U.S. has weakened, dropping to its lowest level since 2014, which could impact market sentiment [10]